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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$5.21M
3
+$4.53M
4
NVDA icon
NVIDIA
NVDA
+$3.64M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.07M

Top Sells

1
+$2.04M
2
+$1.58M
3
+$1.29M
4
SPG icon
Simon Property Group
SPG
+$1.1M
5
UPST icon
Upstart Holdings
UPST
+$1M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 8.54%
3 Financials 5.61%
4 Real Estate 3.94%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$255K 0.02%
30,361
+5,626
652
$254K 0.02%
515
653
$254K 0.02%
+5,755
654
$253K 0.02%
15,415
+2,165
655
$252K 0.02%
2,284
-61
656
$251K 0.02%
+9,100
657
$251K 0.02%
1,155
+55
658
$251K 0.02%
+5,144
659
$250K 0.02%
+5,774
660
$249K 0.02%
2,589
+77
661
$249K 0.02%
1,480
+25
662
$246K 0.02%
2,390
+340
663
$246K 0.02%
+2,982
664
$245K 0.02%
+5,466
665
$245K 0.02%
8,861
+500
666
$244K 0.02%
5,670
-7,610
667
$244K 0.02%
1,635
-1,475
668
$242K 0.02%
3,109
+100
669
$242K 0.02%
+8,863
670
$241K 0.02%
+1,600
671
$241K 0.02%
3,921
+262
672
$239K 0.02%
+2,305
673
$239K 0.02%
+2,997
674
$238K 0.02%
7,305
+265
675
$237K 0.02%
+3,600
25 26
27
28 29